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• Charge Codes

Bill may not be eligible for discount.

Charge Code Discount Rule may not be setup correctly.

When Bills are initially created, a Discount Rule is assigned if the Charge Code is Subject to Discount. The Discount Rule itself is assigned in the following order:

1. AR Settings - Cat Specific button within the Accounts Receivable Settings program by AR Category.
2. Charge Codes - Individual Charge Code Discount Rules assigned in the Charge Codes program will overrule the Cat Specific Discount Rule.
3. Tax Year Settings - Discount Rule will take priority over all others if setup.

Verify how the Discount Rule is setup. You'll need to first identify which program is controlling the Discount Rule:

1. Navigate to the Tax Year Settings program. Search for the Year in question. Click the Installments tab. If the Discount rule is populated, proceed to step 4. If blank, proceed to step 2. 
2. Navigate to the Charge Codes program. Search for the Charge Code in question where Subject to discount is enabled. If the Discount rule is populated, proceed to step 4. If blank, proceed to step 3.
3. Navigate to the Accounts Receivable Settings program. Click the Cat Specific button. Navigate to the Category 20 record. Click the Discounts tab. If the Default discount rule is populated, proceed to step 4. If blank, you do not have Discount setup at all. 
4. Click the Discount Rule folder.
5. Click Update to maintain the Rule.

Things to consider for Discount Rule specifics:

• Payment Criteria - If using Discount on Single Full Payment or Discount on Final Payment, you must select each Installment while viewing or paying the bill in CSS for it to be considered a Final Payment or Paid in Full for the Discount to trigger.
• Periods Based on - Whether you're using Specific Dates, Days Relative to Calculation Date, or Months Relative to Calculation Date, be sure that today's date falls within the date assigned to the Discount Rule.
• Calculation Date - If using either Days Relative to Calculation Date or Months Relative to Calculation Date, be sure that today's date falls within the Calculation Date specified. Billing Dates are assigned to the individual bills and can be seen in Bill Inquiry on the Installment tab.
• Prevent Discount if balance is past due - If enabled, any bill with a Due Date prior to today's date is considered not eligible for Discount. If possible, consider updating the Bill's Due Date, or use a different Periods Based on or Calculation Date method for your rule.
• Discount Periods apply to specific installments - If disabled, discount will only calculate on installment 1. If using multiple installments for your billing, enable and specify the Discount range and Amounts for each Installment.
• Active - If enabled, Bills that were assigned to this Discount Rule when first generated, will trigger this Discount Rule to calculate. 

See the following article if Bill Inquiry not calculating Discount from Charge Code Discount Rule